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20120301
20120331
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robust. because we're seeing some concerning data in terms of steel production that would indicate otherwise. >> michael, let's talk about investing, given all of this, that we're going to see next week. you favor qualcomm and gold right now. are these long-term plays? >> qualcomm is a short-term as well as a long-term pad. i think as the ipad 3 comes out next week and we have the whole new version of the apple frenzy, it will affect it in the right space. the sell-off that happened this week was quite interesting. gold rallied up to only being down 5%. i think that gold is going to continue to be a play, because inflation is eventually coming around the corner. if i could make the comment about greece, i'm of the belief that greece is just really in a slow default right now. the greece problem is really not solved. i think they're trying to throw trial balloons out so eventually greece defaults. as for china, as you know i'm in asia quite often, i think china is going to avoid a hard landing. you are already starting to see them adjust bank requirements. they'll probably put a sti
Search Results 0 to 0 of about 1